Contractors (or Subbies) require a basic setup. Once you add them you'll be able to allocate programme maintenance and one-off tasks.
Go to People > Contractors > 'Add contractor'.
Each record has mandatory and optional fields:
Mandatory field
Company Name = Contractor name
Optional Fields
| Active = Current or archived contractor | Contact mobile = Main contact's mobile |
| Starred = Saved at the top of the list as a commonly used resource | Contact BH = Main contact's business hours phone |
| Email = Main email address | Contact AH = Main contact's after-hours phone |
| Login account = If you already have a login for them, search for it here. | Contact fax = Main contact's fax number |
| Primary contact = Main contact person | Address = Company location |
| Category = Configurable options for grouping Contractors at a broad level | E-mail CC = Additional contact's email addresses |
| Tags = Configurable options for grouping Contractors at a more granular level | |
| Skill = Configurable options for grouping Contractors based on services provided | |
| Service areas = Configurable locations serviced. These are set by postcodes | |
| Notes = Basic comments about the contractor |
Once you click 'Save Contractor', you have the option to set up a portal for this contractor by clicking 'Send Invite'. This will send them an email allowing them to set up a password. This will allow them to complete work on your system - read here for more information.
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